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Planning Capital Management Corporation’s Booz Allen Hamilton BAH Stock Holding History

Planning Capital Management Corporation’s Portfolio BAH Stock Details BAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$19.1K Hold
117
– – 0.01% 305
2024
Q2 		$18K Hold
117
– – 0.01% 303
2024
Q1 		$17.4K Hold
117
– – 0.01% 318
2023
Q4 		$15K Buy
+117
New +$14.6K 0.01% 358

Other funds holding BAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's BAH Position: Q3 2024 in Review

Planning Capital Management Corporation held its Booz Allen Hamilton (BAH) position steady in Q3 2024 at 117 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Planning Capital Management Corporation first reported a position in BAH in Q4 2023 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

  • Planning Capital Management Corporation held 117 shares of Booz Allen Hamilton worth $19.1K as of Q3 2024.
  • Planning Capital Management Corporation left its Booz Allen Hamilton share count unchanged in Q3 2024.
  • Booz Allen Hamilton made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #305 holding.
  • Planning Capital Management Corporation first reported a position in Booz Allen Hamilton in Q4 2023 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.